Plan Snapshot
- Plan Sponsor: Mk Level Playing Field Institute
- Sponsor EIN: 912088635
- Sponsor Address: 2148 BROADWAY, OAKLAND, CA, 94612
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $1.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 14 | $1.9M | $47,504 | $67,288 |
| 2023 | 9 | $2.0M | $241,907 | $117,126 |
| 2022 | 213 | $1.7M | $309,659 | $118,903 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $17,805 | — | $17,805 |
| NEWFRONT RETIREMENT SERVICES, INC. | Investment Advisor | $9,578 | — | $9,578 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,383
- Estimated Expense Ratio: 1.416% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $28,370 | $10,565 | — | — | — |
| 2023 | $17,101 | $9,173 | — | — | — |
| 2022 | — | — | — | — | — |